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iShares Residential and Multisector Real Estate ETF
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Overview Fund Activity

156 hedge funds and large institutions have $370M invested in iShares Residential and Multisector Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 24 closing their positions.

Holders
156
Holders Change
-8
Holders Change %
-4.88%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
20
Increased
59
Reduced
47
Closed
24
Calls
$255K
Puts
$321K
Net Calls
-$66K
Net Calls Change
-$489K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.6M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$24.1M
3
GI
3
GAMCO Investors
Connecticut
$4.16M
4
VanEck Associates
4
VanEck Associates
New York
$9.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.97M

Top Sellers

1
TFA
1
Tobias Financial Advisors
Florida
$14.8M
2
MHS
2
M Holdings Securities
Oregon
$0
3
CIM
3
Cambria Investment Management
California
$0
4
CAM
4
Cresset Asset Management
Illinois
$0
5
AWM
5
Aprio Wealth Management
Georgia
$20.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
51
Sincerus Advisory
New York
$1.17M 13,991 -93 -0.7%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$1.13M 13,731 +417 +3%
MWML
53
M Wealth Management LLC
California
$1.13M 13,672 +173 +1%
SFC
54
Strategic Financial Concepts
Texas
$1.12M 13,623 -173 -1%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$1.04M 12,658 +122 +1%
CFD
56
Creative Financial Designs
Indiana
$1.03M 12,454 +2,017 +19%
LIM
57
Leavell Investment Management
Alabama
$1.02M 12,384 +6,097 +97%
CAAS
58
Capital Asset Advisory Services
Michigan
$989K 11,985 -6,391 -35%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$945K 11,477 -12,140 -51%
Brown Advisory
60
Brown Advisory
Maryland
$926K 11,249 -409 -4%
KCM
61
Kendall Capital Management
Maryland
$880K 10,683 +393 +4%
QC
62
Quadrature Capital
United Kingdom
$837K 10,176 -12,396 -55%
AAS
63
Avantax Advisory Services
Texas
$767K 9,312 +3,210 +53%
MMH
64
Menora Mivtachim Holdings
Israel
$700K 8,500 – –
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$675K 8,193 +700 +9%
HighTower Advisors
66
HighTower Advisors
Illinois
$661K 8,023 -22,313 -74%
CI
67
CX Institutional
Indiana
$660K 8,019 -6,791 -46%
CWM
68
Comprehensive Wealth Management
Washington
$650K 7,899 +7,899 New
IFA
69
Interactive Financial Advisors
Illinois
$646K 7,839 +129 +2%
BA
70
Bard Associates
Illinois
$642K 7,792 +401 +5%
SWM
71
SeaCrest Wealth Management
New York
$617K 7,499 +149 +2%
EAM
72
Everstar Asset Management
North Carolina
$614K 7,458 +7,458 New
AWS
73
Atria Wealth Solutions
New York
$595K 7,173 -4,701 -40%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$595K 7,221 +868 +14%
BWG
75
Beta Wealth Group
California
$580K 7,048 +115 +2%
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